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The document argues that rapid declines in clean energy costs and evolving grid needs make many planned coal plants economically risky. It introduces a five-indicator framework to identify high-priority candidates for reconsideration and suggests a phased approach to transitioning these projects to alternatives like solar paired with battery energy storage systems (BESS).

The report argues that meeting U.S. electricity demand growth through 2030 with a clean energy portfolio is more affordable and reliable than a fossil-fuel-heavy approach. Modeling shows that a clean energy scenario could save consumers $5.1 billion annually by 2030 and significantly reduce risks associated with volatile fuel prices and extreme weather. The analysis emphasizes the role of solar, wind, battery storage, and demand-side flexibility in reducing system costs and carbon emissions while maintaining grid resilience.

The report compares two pathways for meeting U.S. electricity demand growth through 2030: one relying on fossil fuels and another on clean energy. It finds that a clean energy scenario reduces the incremental cost of meeting demand by $5.1 billion annually in 2030 and offers greater protection against fuel price volatility. To realize these savings, the authors recommend setting ambitious clean energy targets, updating electricity system planning with market-based assumptions, reducing permitting and interconnection barriers, implementing fuel cost sharing to manage risk, improving grid utilization through technologies like surplus interconnection and high-performance conductors, and harnessing demand-side resources such as virtual power plants and distributed energy technologies.

The report argues that many planned coal plants in low- and middle-income countries (LMICs) are candidates for reconsideration due to declining costs of solar and battery storage, evolving grid needs, and the risk of long-term financial lock-in. It introduces a five-indicator framework—fuel source, initiation date, sunk costs, designed grid role, and evolution of grid needs—to prioritize plants for reevaluation. RMI's analysis suggests that solar paired with battery energy storage systems (BESS) is increasingly cost-competitive with new ultra-supercritical coal, potentially offering a more affordable and flexible alternative for modernizing grids.

Virtual power plants (VPPs) are reaching scales that rival traditional power plants, with some programs exceeding 1 GW. Despite this, the document finds that utilities often fail to properly model VPPs in integrated resource plans (IRPs) and distribution system plans (DSPs), frequently treating them as fixed load adjustments rather than selectable resources. This planning gap leads to an underestimation of VPP value and a risk of redundant infrastructure investment. The author recommends that regulators and utilities develop detailed resource attributes for VPPs, allow for their growth in models, and evaluate their benefits across both bulk power and distribution systems.

The PJM region expects approximately 30 GW of new electricity demand by 2030, primarily from data centers, amid rising capacity market prices and slow interconnection timelines. In response, the PJM Board's January 2026 CIFP-LLA decision establishes a regional framework for load forecasting, 'bring-your-own resource' options, a 'connect and manage' curtailment approach, and a 'reliability backstop' capacity auction. RMI argues that states must operationalize this framework through specific retail-level actions: establishing large load tariffs (LLTs) to prevent cost-shifting, improving load forecast validation to reduce speculative requests, and implementing non-firm service tariffs to prioritize the curtailment of large loads over residential customers. Additionally, the briefing recommends that states pursue permitting reforms to accelerate new generation, deploy virtual power plants (VPPs) and advanced transmission technologies (ATTs) to expand grid capacity, and coordinate regionally to advocate for deeper PJM generator interconnection reforms.

The briefing examines the impact of energy supply disruptions stemming from the US-Iran war, noting that the current crisis is larger than the 1970s oil embargo. It argues that while governments are using short-term fixes like strategic reserves and subsidies, the long-term solution lies in electrification, demand-side efficiency, and the scaling of 'green molecules' like hydrogen and ammonia. The text highlights specific vulnerabilities in Southeast Asia and the US, and suggests that mitigating methane leakage and flaring could recover energy volumes equivalent to approximately half of worldwide LNG trade.

The document examines the role of artificial intelligence (AI) in overcoming the technical challenges of integrating variable renewable energy (VRE) in Southeast Asia. It highlights five commercially proven AI applications: improving forecast accuracy to reduce reserve needs, enabling predictive maintenance to extend asset life, optimising dispatch to lower balancing costs, providing real-time control for grid security, and supporting dynamic line rating (DLR) to increase transmission capacity. The report provides global case studies—including examples from Google DeepMind, Siemens, and various utilities in the US, UK, and Belgium—to demonstrate how AI can reduce operational costs, curtailment, and carbon footprints while enhancing the reliability of power grids facing high VRE penetration.

The briefing proposes Bring-Your-Own (BYO) tariffs to allow large energy users, such as data centers, to fund their own power resources to speed up grid connection and reduce financial risks for other ratepayers. It distinguishes these from 'baseline' tariffs and highlights specific examples of BYO and Clean Transition programs in the US, including initiatives by PJM, NV Energy, and Georgia Power.

The document advocates for demand-side flexibility in Canada to manage increasing electricity demand from electrification and AI data centers. It highlights that relying solely on new production capacity is costly and inefficient. By using tools like smart thermostats, EV charging management, and virtual power plants, the grid can reduce peak loads (peak shaving) or shift consumption to off-peak hours (load shifting). This approach benefits utilities by delaying infrastructure upgrades and benefits consumers through lower bills. The text cites successful pilot programs in Quebec, British Columbia, and Ontario, while urging federal and provincial governments to integrate demand flexibility into clean energy policies and regulations.

The report argues that flexible demand—the ability to shift or reduce electricity use during peak periods—can significantly lower system costs and defer expensive infrastructure upgrades in Canada. While some provinces like Ontario, Quebec, and British Columbia are implementing demand-side management (DSM) programs, the report finds that these resources remain under-deployed due to outdated regulatory frameworks, misaligned financial incentives for utilities and consumers, and a tendency for planners to treat DSM as a passive load reduction rather than an active grid resource.

The policy brief examines how virtual power plants (VPPs) can mitigate grid interconnection delays for large loads, specifically data centers, in the United States. It highlights that VPPs can scale to meet over 20% of US peak demand by 2030 and are significantly cheaper than new gas plants. The document proposes three commercial models—pass-through funding, capacity transfer, and reliability reinforcement—to align incentives between large loads, utilities, and VPP aggregators. It also recommends reforms in interconnection policy, integrated planning, and customer protection to enable this transition.

RMI highlights the transition from climate commitments to action across several global regions. China is leading in renewable deployment and clean tech exports, while Brazil focuses on low-carbon shipping and ambitious NDCs as the COP30 host. India is pursuing energy independence by 2047 through clean mobility and cooling innovations. Southeast Asia is scaling clean infrastructure and battery storage, and the United States continues to see subnational progress in grid optimization and clean industrialization despite federal delegation concerns.

The report identifies metering and telemetry as a primary barrier to scaling virtual power plants (VPPs) in the United States, citing inconsistent regional requirements and hardware restrictions. It evaluates five metering approaches based on affordability, reliability, and fairness to provide actionable recommendations for grid operators and policymakers. Additionally, it references a companion report specifically addressing utility VPPs where the utility acts as the service purchaser.

The policy brief outlines six priorities for U.S. states to leverage the One Big Beautiful Bill Act (OBBBA) and other federal incentives: immediate electric vehicle fleet conversion, permitting and interconnection reform, filling financial gaps via public-private partnerships and aggregate purchasing, improving energy affordability, launching home energy rebates, and attracting cleantech manufacturing. It emphasizes the urgency of acting before federal tax credits expire, specifically noting a September 30, 2025, deadline for EV credits and a July 2026 construction start deadline for certain solar and wind credits.

The document outlines the need to replace aging diesel-based energy models in the Caribbean with resilient, affordable renewable systems to combat climate impacts and foster economic growth. It provides a toolkit for transition planning, focusing on policy frameworks, investment needs, and specific technology pathways to reach 100% renewable energy.

The US power sector is experiencing unprecedented load growth, requiring the grid to expand more than five times faster than in the previous two decades. To address this, the report recommends maximizing existing grid value through grid-enhancing technologies (GETs) and demand-side flexibility, accelerating connections via 'energy parks' and streamlined interconnection processes, and adopting proactive, scenario-based planning. It also suggests targeted affordability measures for low-income customers and specialized rate designs for large loads to prevent cost-shifting and stranded-asset risks.

US utilities face a projected 270 GW power gap due to rising demand from AI and electrification and the retirement of coal plants. While utilities are increasingly relying on gas-fired capacity, major turbine manufacturers (GE Vernova, Siemens Energy, and Mitsubishi Power) report delivery timelines extending to 2028-2030 and record backlogs. This supply crunch, combined with rising procurement costs—exemplified by a $900 million cost increase for Duke Indiana's Cayuga plant—creates reliability risks. The report suggests alternatives such as energy efficiency, virtual power plants, grid-enhancing technologies, and clean repowering to meet near-term load growth.

The document introduces a three-part framework consisting of on-the-ground solutions, policy and market-enabling conditions, and state levers. It categorizes electricity system improvements into six areas: system-wide efficiency and demand management, utility-scale clean energy supply, community- and commercial-scale clean energy supply, clean distributed energy supply, improved grid management, and updated grid infrastructure. For each category, the guide suggests specific actions—such as implementing clean portfolio standards, expanding virtual power plants (VPPs), and adopting grid-enhancing technologies (GETs)—and provides sample implementation pathways combining different state levers and market conditions.

The document argues that virtual power plants (VPPs), which aggregate decentralized energy resources (DERs) like rooftop solar and battery storage, can reduce the Caribbean's dependence on expensive imported fossil fuels and improve grid stability against climate-driven threats like hurricanes. Using the US Virgin Islands as a case study, the report evaluates the scalability of VPPs to provide energy, capacity, and ancillary services, offering recommendations for policymakers and utilities to transition toward cleaner, more resilient energy systems.